Tailored Solutions + A Financial Blueprint
Uniquely Designed For You
We believe that success is not easily measured and it is certainly not the same from one person to another.
We strive to help you clearly define your goals, values, and objectives so that the financial plan we create together is one that you can feel good about. Your personal and financial blueprint ought to be one that is designed by and wholly made for you. With this approach in mind, we provide you with education, resources, and solutions to make it happen.
At the crux of our services, we focus our efforts in these 5 areas:
Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement and the specific requests and needs of the client. Vahanian does not serve as an attorney or accountant. Vahanian does not prepare legal documents or tax returns. If the client desires, one of Vahanian’s representatives, in their separate individual licensed capacities, can be engaged to be provide insurance sales/services as described on Vahanian’s written disclosure Brochure, per the terms and conditions of a separate engagement and fee.
